This guide outlines how to assign an existing Matter Plan to a Matter. By default, existing Matter Plans are assigned based on the Case Type field when creating a Matter. Matter Plans are created by your Litify Salesforce Administrator or Power Users to optimize case validation and discovery for specific scenarios (case types). Reach out to your Administrator to create new Matter Plans.

Assign Matter Plan From Intake

When you convert an Intake record to a Matter record, you can select a Case Type or Override the default Matter Plan for that Case Type.

Use Default Matter Plan

  1. Navigate to Litify Intakes > Intakes > select an Intake.
  2. Navigate to Litify Actions > Open Matter.
  3. Provide a Matter Owner.
  4. Select a Case Type. Case Types have a 1:1 relationship with Matter Plans.
  5. Confirm. The Intake converts to a Matter with the default Case Type Matter Plan.
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Override Default Matter Plan

  1. Navigate to Litify Intakes > Intakes > select an Intake.
  2. Navigate to Litify Actions > Open Matter.
  3. Provide a Matter Owner.
  4. Select a Case Type.
  5. Enable Override Default Matter Plan. Select a Matter Plan to use.
  6. Confirm. The Intake converts to a Matter with the selected Matter Plan.

Assign Matter Plan For New Matter

  1. Navigate to Litify Matters > Matters > New. A modal appears.
  2. Choose Billable or Non-Billable Matter.
  3. Select Next.
  4. Assign a Party to the Matter.
  5. Assign a Case Type to the Matter. Case Types have a 1:1 relationship with Matter Plans.2.jpeg
  6. Complete all other fields as needed.
  7. Save.

The Matter populates using the Matter Plan assigned to that Case Type.

Switch Matter Plan

Matter Plan Stages can have switches pre-configured. Switches are opportunities to diverge from one Matter Plan to another. For example, a case may go into a settlement negotiation instead of a trial and require a different matter plan. Use matter stage switches to give your plans the flexibility they need to accurately show what’s happening in a case at a specific time.
 

A Matter’s plan cannot be changed unless switch options are added to the original default Matter Plan.

  1. Navigate to Litify Matters > Matters > Select a Matter.
  2. Select the >> icon. A modal appears.3.jpeg
  3. Expand the dropdown and select a Matter Plan.
  4. Save.
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